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Beacon Bridge Wealth Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Beacon Bridge Wealth Partners’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,223
Closed -$233K – 92
2023
Q1 		$233K Sell
2,223
-2,015
-48% -$210K 0.14% 87
2022
Q4 		$442K Buy
+4,238
New +$439K 0.32% 38

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Bank of America
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Beacon Bridge Wealth Partners's SUB Position: Q2 2023 in Review

Beacon Bridge Wealth Partners sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q2 2023, closing a stake of 2,223 shares — an estimated $233K sold.

Beacon Bridge Wealth Partners first reported a position in SUB in Q4 2022 and held it in 2 quarters. The position peaked at $442K in Q4 2022. 755 funds tracked by Wall St. Rank hold SUB as of Q2 2023.

  • Beacon Bridge Wealth Partners reported no remaining iShares Short-Term National Muni Bond ETF position as of Q2 2023 after selling out during the quarter.
  • Beacon Bridge Wealth Partners sold 2,223 iShares Short-Term National Muni Bond ETF shares in Q2 2023, an estimated $233K.
  • Beacon Bridge Wealth Partners first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2022 and held it in 2 quarters.
  • Beacon Bridge Wealth Partners's iShares Short-Term National Muni Bond ETF position peaked at $442K in Q4 2022.
  • 755 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2023.

Based on Beacon Bridge Wealth Partners's 13F filing for Q2 2023, filed 8 Aug 2023.